In-Client Designer in Dynamics NAV

Recently, Microsoft published new Developer Preview for the next NAV version. If you try to find it on Azure portal as one of the NAV virtual machines, you will find “Dynamics NAV ‘Tenerife’ Development Preview”.

When you install run NAV after deployment, in the first moment you will not see ‘Design Mode’ icon. To get it, you need to run ‘Install New Developer Experience’ PowerShell script. After that you can try In-client designer. Now let’s see some of the features. This tool can be used for page design.

Currently, we can work only with Fields and not with Actions, Parts and Pages. If we run design for the list page, we can change an order on columns, remove some of fields, add them and set freeze pane.

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The same situation is if we want to make some customization on card page; we can do everything the same as on list, except adding freeze pane 😊. But this is with standard fields on pages. On the other side, we can add fields on card part pages. We can notice that we have context oriented fields for part pages. And also, we have some controls, as we can only drop media fields onto card part pages and we cannot drop a field under a repeater control, because this is not the design that list pages were intended for.

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And finally, we can add or remove some parts on role center. When we decide to finish with customizations, we just need to click on ‘Stop’ and system will ask us what to do with ours work. System will offer to save the changes to the tenant for all users, or to save the changes to a VS Code package file that we can work on later in VS Code.

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On the first sight, that is all, but if you create Azure VM using http://aka.ms/navdeveloperpreview URL, you can get some newer features. More about this in the next post.

NAV 2017 Demo Image on Azure

Dynamics NAV 2017 has been published three days ago and we already got NAV 2017 Demo Image on Azure. This is very short period and this is amazing. All people who want to test NAV 2017 don’t need to install it on its computers, but they can use it on Azure. Great job.

Currently, we can create demo image only if we use old Azure Portal. We just need to start with new virtual machine from gallery image and choose Dynamics NAV 2017. We need to configure a few fields and wait a few minutes. And yes, we can use NAV 2017 with a lot of interesting tools.

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But be careful; if you prefer new Azure Portal, you cannot do it. It is still not possible, but I expect it will be done in few following days. Now, just go to the old portal and finish procedure.

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Of course, you can see this VM using new portal as classic VM, but you cannot create it. If you need this VM only for testing, my recommendation is to use D1 or A2 sizes. They are good enough for all tests and you will not spend a lot of your money for this purpose.

When you create VM and run it, you can start with initializing of NAV. On my first sight, there are the same PS scripts as well as on the older NAV demo images. I will test all of them and if I find something new, I’ll publish this.

My presentations from Directions conferences

Directions EMEA was finished one week ago. Ten days before, we finished with Directions NA conference. Both of these conferences were amazing and it was an honor to attend on them and to have some presentations.

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After these presentations, people who attended ask me to get these presentations. I know that both of Directions will publish these presentations, but in the mean time, I want to give you everything I prepared.

On the following link, you can get all three presentations:

  • DirectionsNA – Water-Agile-Fall methodology and NAV implementation
  • DirectionsNA – Choosing the best possible Azure platform for NAV
  • DirectionsEMEA – Choosing the best possible Azure platform for NAV

Thank you for being on my sessions and see you the next year in Orlando and/or Madrid. If you have some additional questions, do not hesitate to ask (you can use direct messaging on blog). Cheers.

Final List of My Lectures – Fall 2016

I’ve already wrote about my sessions during this fall conferences, but now I have the final agenda for all conferences where I’ll attend. If you want to come on some of my lectures, I’ll be happy and I’ll try to help you as far as I can.

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Directions NA, Chandler, AZ, US

Directions EMEA, Prague, Czech Republic

MS Sinergija, Belgrade, Serbia

NAV TechDays, Antwerp, Belgium

My Sessions on Directions NA and EMEA

Few days ago, I wrote about new Directions NA and EMEA. Now I can announce my sessions. I’ll have sessions on both of these Directions.

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First, about Directions NA, I’ll have two sessions. First session is about Azure and NAV, i.e. How to choose the best possible Azure platform for NAV. This session will be on the end of first day (5:15-6:15pm).

Second session will be related with some soft skills and it will be Water-Agile-Fall methodology and NAV implementation. This session will be the first after Keynote at the second day (10:15-11:15am) and I hope, this topic is interesting enough to come so early :).

Regarding Directions EMEA, I’ll provide the same session about NAV and Azure as on Direction NA. This session will be 12.10. at 17:15-18:15.

See you there.

Create an Invoice from Outlook Calendar in Project Madeira

I’ve already wrote about using integration of Outlook and Project Madeira. If you use Exchange Online, you can use a lot of automation. As I wrote in my last article, everything I used is based on Project “Madeira” currently demo features, but I expect we will have minimum the same in new NAV 2017. But OK, we will still wait with this until we get the official new release.

I older articles, I showed you how to use this kind of integration in emails, but now we can use some automation in Outlook Calendar as well. If we make an appointment to make some invoice for example, when we open this appointment we will notice Project “Madeira” button.

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Using this, system will as us what contact we want to use and when we choose one of them we will get all necessary information about him. Now, we can make new quote, invoice, order or credit memo for him if we want. We can add everything we want in this document without leaving the Outlook Calendar. When I finish, I can send this document on approval or just post or post and send.

On my first picture, I captured how it looks like in Outlook Online, but everything is a possible using desktop Outlook (as I noticed, you just must use Exchange Online). If we use desktop Outlook and open the same appointment, we can notice two buttons. The first is about Contact Insights and the second is intended for directly creating a new documents. You can type a new document directly in the right part of appointment or click on “Pop Out” button (you can use this in online and desktop versions as well) to get independent window for easier way of typing.

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And when you finish everything is the same as in online version. Now you can choose to work in Project “Madeira” or in NAV from email or from calendar and it will make your daily business faster for sure.

Invoices in Project Madeira via Outlook

Few days ago, I wrote article about working with contacts in Project ‘Madeira’ via Outlook. Now,  want to show something more about integration with Office and Outlook.

What if you get an e-mail with invoice number in mail body? Outlook will underline this number and make link to your actual invoice in NAV if you just click on it. Beautiful.

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If invoice with this number doesn’t exist, system will offer you to search document in all your sales and purchase documents. You just need to choose type of documents, and you will get list of your documents as bricks. Impressive.

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But what when you find your documents? First, you can continue to work with this document in your mail body or you can choose to open it in new window for a better visibility. And then, you can choose a lot of actions, everything from your e-mail (you don’t need to open your Madeira client during all these actions).

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If I choose the first option (Send), system will just make a reply mail with this Invoice in PDF as attachment with the basic details about this invoice in a mail body.

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But you can make a different actions as well. Maybe you need to correct this posted document (system will automatically create and post Credit memo and create new document) or you want to create a Credit memo or change your payment service… Everything of this is possible, but only if this contact is connected with your customer.

There are still more possibilities, but in some other article… Currently we can say, Project ‘Madeira’ promises a lot.